BerganKDV Wealth Management LLC cut its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 47.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 58,975 shares of the company’s stock after selling 52,205 shares during the period. Vanguard Value ETF comprises about 0.9% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. BerganKDV Wealth Management LLC’s holdings in Vanguard Value ETF were worth $8,715,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Beaumont Financial Partners LLC grew its stake in Vanguard Value ETF by 8.4% in the first quarter. Beaumont Financial Partners LLC now owns 41,218 shares of the company’s stock worth $6,091,000 after purchasing an additional 3,190 shares in the last quarter. Wealthspire Advisors LLC lifted its holdings in Vanguard Value ETF by 2.4% in the first quarter. Wealthspire Advisors LLC now owns 79,573 shares of the company’s stock worth $11,759,000 after acquiring an additional 1,847 shares during the last quarter. Fort Sheridan Advisors LLC lifted its holdings in Vanguard Value ETF by 11.8% in the first quarter. Fort Sheridan Advisors LLC now owns 3,236 shares of the company’s stock worth $478,000 after acquiring an additional 341 shares during the last quarter. Capital Advisors Ltd. LLC lifted its holdings in Vanguard Value ETF by 4.5% in the first quarter. Capital Advisors Ltd. LLC now owns 20,088 shares of the company’s stock worth $2,969,000 after acquiring an additional 870 shares during the last quarter. Finally, Lake Street Financial LLC lifted its holdings in Vanguard Value ETF by 29.2% in the first quarter. Lake Street Financial LLC now owns 116,813 shares of the company’s stock worth $17,263,000 after acquiring an additional 26,408 shares during the last quarter.
Vanguard Value ETF Stock Performance
NYSEARCA VTV traded up $0.35 during trading hours on Friday, reaching $137.50. The company’s stock had a trading volume of 3,598,911 shares, compared to its average volume of 3,520,494. The business has a 50-day simple moving average of $135.13 and a 200 day simple moving average of $141.35. Vanguard Value ETF has a 52 week low of $127.16 and a 52 week high of $151.89.
About Vanguard Value ETF
Vanguard Value ETF (the Fund) is an exchange-traded share class of Vanguard Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Value Index (the Index). The Index is a diversified index of value stocks of predominantly large United States companies.
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